Lido Advisors

Lido Advisors Portfolio holdings

AUM $25.4B
1-Year Est. Return 18.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$19.1B
AUM Growth
+$2.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,548
New
Increased
Reduced
Closed

Top Buys

1
+$400M
2
+$65.5M
3
+$49.7M
4
NVDA icon
NVIDIA
NVDA
+$49.2M
5
AMZN icon
Amazon
AMZN
+$40.7M

Top Sells

1
+$1.94B
2
+$736M
3
+$57.6M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$53.5M
5
BX icon
Blackstone
BX
+$36.6M

Sector Composition

1 Technology 17.48%
2 Financials 4.93%
3 Consumer Discretionary 3.76%
4 Communication Services 3.48%
5 Healthcare 3.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$400K ﹤0.01%
2,778
+412
1077
$400K ﹤0.01%
2,437
+20
1078
$400K ﹤0.01%
56,161
1079
$399K ﹤0.01%
+28,675
1080
$399K ﹤0.01%
6,349
1081
$397K ﹤0.01%
+6,117
1082
$395K ﹤0.01%
25,720
+6,398
1083
$395K ﹤0.01%
5,315
+350
1084
$394K ﹤0.01%
+3,949
1085
$393K ﹤0.01%
7,871
+40
1086
$393K ﹤0.01%
4,016
-871
1087
$392K ﹤0.01%
7,974
-472
1088
$388K ﹤0.01%
4,884
-112
1089
$388K ﹤0.01%
16,871
-254
1090
$387K ﹤0.01%
9,202
+1,977
1091
$386K ﹤0.01%
16,245
-4,826
1092
$385K ﹤0.01%
10,979
-1,060
1093
$384K ﹤0.01%
27,944
+4,596
1094
$384K ﹤0.01%
+3,802
1095
$383K ﹤0.01%
3,001
+356
1096
$382K ﹤0.01%
9,184
1097
$381K ﹤0.01%
6,267
+189
1098
$380K ﹤0.01%
13,181
-601
1099
$380K ﹤0.01%
22,259
+734
1100
$380K ﹤0.01%
+11,342
42 43
44
45 46